James Syme on why the team are reducing their exposure to Chinese equities.Read More 18 Jan 2021
Three topics that have been dominating the thoughts and actions of the JOHCM UK Opportunities team over the last quarter.
Reflections on 2020 from the JOHCM UK Dynamic team.
James Syme on why the team are reducing their exposure to Chinese equities.
A review of 2020 and a look at the opportunities that lie ahead.
Rising Covid-19 infection rates and Brexit headlines created volatile market dynamics in December. James and Clive provide their latest thoughts.
A question that appears to be on many minds: will inflation return? The JOHCM Global Opportunities team provide their thoughts.
We asked a number of our managers for their thoughts on the outlook for their asset class next year, what they would like to see and the possible surprises.
How has J O Hambro Capital Management (JOHCM) prepared for Brexit?
Looking for signs as to which economies (and, potentially, markets) are in the best positions to recover.
An update from the JOHCM UK Dynamic team in a month of record-breaking rallies in equity markets.
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